Posted inEarnings Update

Earnings: Dell Technologies FY26 Q1

Dell Technologies (NYSE:DELL) posted mixed results for FY26 Q1, slightly beating revenue expectations with $23.38 billion but missing on earnings with $1.55 per share versus the $1.69 consensus. While revenue,…
Posted inEarnings Update

Earnings: Dell Technologies FY25 Q4

Dell Technologies (NYSE: DELL) delivered a mixed Q4 to close out FY25, with revenue and EPS guidance coming in lighter than expected. While Infrastructure Solutions Group (ISG) saw solid growth…
Posted inMarket Commentary

Retrospective: Week of 1/20-1/24

Macro Events & News The markets were closed Monday in observance of Martin Luther King Jr. Day. The week also marked the inauguration of Donald Trump, with policy details beginning…
Posted inResearch Reports

Equity Quickie: Dell

Here’s a high-level summary of Dell Technologies (NYSE:DELL), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

Retrospective: Week of 1/6-1/10

Macro Events & News Another shortened week, the markets closed on Thursday to honor former President Jimmy Carter. Rising bond yields continued to pressure equity markets, spiked after Friday's employment…
Posted inMarket Commentary

The Week Ahead: Week of 12/16-12/20

A pivotal week ahead with the highly anticipated FOMC interest rate decision on Wednesday, where markets widely expect a 25 basis point cut. Adding to the potential market turbulence, key…